Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $44.7B
1-Year Est. Return 18.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$22.8B
AUM Growth
-$832M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1
+$357M
2
+$160M
3
+$155M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$51.9M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$42M

Top Sells

1
+$355M
2
+$228M
3
+$51M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$49.4M
5
VB icon
Vanguard Small-Cap ETF
VB
+$18.1M

Sector Composition

1 Technology 3.54%
2 Financials 1.9%
3 Healthcare 1.72%
4 Consumer Discretionary 1.56%
5 Industrials 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$3.07M 0.01%
9,436
-1,606
302
$3.07M 0.01%
5,606
+1,716
303
$3.06M 0.01%
96,650
+8,700
304
$3.06M 0.01%
52,615
+33,827
305
$3.04M 0.01%
47,238
+2,720
306
$3.03M 0.01%
268,531
+30,494
307
$3.02M 0.01%
18,374
+2,580
308
$3M 0.01%
94,376
+79,899
309
$2.99M 0.01%
100,520
+63,504
310
$2.99M 0.01%
28,782
+246
311
$2.98M 0.01%
80,265
+71,872
312
$2.98M 0.01%
163,220
-9,904
313
$2.97M 0.01%
50,652
-753
314
$2.97M 0.01%
85,552
+54,084
315
$2.94M 0.01%
28,511
+7,896
316
$2.93M 0.01%
12,682
+67
317
$2.91M 0.01%
17,562
+1,471
318
$2.9M 0.01%
41,408
-10,148
319
$2.88M 0.01%
9,586
+302
320
$2.87M 0.01%
22,256
-5,966
321
$2.85M 0.01%
9,606
+6,959
322
$2.82M 0.01%
31,350
+19,817
323
$2.79M 0.01%
18,437
+1,094
324
$2.79M 0.01%
6,780
+1,011
325
$2.78M 0.01%
28,951
+2,993
11 12
13
14 15